Thomas Healy Portfolio
Invests via PFW Advisors LLC | Managed by Scott R. MacKenzie
Invests via PFW Advisors LLC
Managed by Scott R. MacKenzie
Automatically Tracked
Thomas Healy Profile
Experienced technology investor and operator focused on growth-stage ventures, corporate development and commercial scaling across SaaS and fintech. Thomas Healy has led investments and operating teams targeting ARR expansion, go-to-market optimization and board-level governance, and is positioned to advise or lead strategic M&A and capital raises.
Experienced technology investor and operator focused on growth-stage ventures, corporate development and commercial scaling across SaaS and fintech. Thomas Healy has led investments and operating teams targeting ARR expansion, go-to-market optimization and board-level governance, and is positioned to advise or lead strategic M&A and capital raises.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS and fintech businesses, favoring ARR-driven models with clear unit economics and scalable go-to-market motions. Prioritizes investments where operational playbooks—sales efficiency, customer success, pricing—can accelerate revenue expansion. Employs active, board-level engagement, staging capital to de-risk milestones and enable strategic M&A or follow-on raises. Risk discipline centers on repeatable revenue, metrics transparency, and capital-efficient scaling over hypergrowth vanity metrics.
Focuses on growth-stage SaaS and fintech businesses, favoring ARR-driven models with clear unit economics and scalable go-to-market motions. Prioritizes investments where operational playbooks—sales efficiency, customer success, pricing—can accelerate revenue expansion. Employs active, board-level engagement, staging capital to de-risk milestones and enable strategic M&A or follow-on raises. Risk discipline centers on repeatable revenue, metrics transparency, and capital-efficient scaling over hypergrowth vanity metrics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-7.09%
Gain
Monthly
0.39%
Yearly
4.73%
Drawdown
28.02%
$348.6M
Equity
Holdings
$348.6M
Investment
$216.23M
$232.54M
Profit +$1.46M
Realized
$100.17M
Unrealized
$132.37M
Dividends
$41.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.46M
Win %
75%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$51,446.7
Win %
75%
This Month
Compared to last month
Gain
1.03%
Profit
$3.56M
Win %
75%
This Year
Compared to last year
Gain
9.73%
Profit
$30.92M
Win %
75%
ABT Abbott Laboratories
+10.71%
+$184,833.04 
ACN Accenture plc Class A
+4.94%
+$58,668.82 
PAYX Paychex Inc.
+4.42%
+$83,101.14 
MDLZ Mondelez International, Inc.
+3.98%
+$78,514.02 
SYK Stryker Corporation
+3.93%
+$40,126.35 
PNFP Pinnacle Financial Partners Inc.
+3.9%
+$21,231.62 
ORLY O'Reilly Automotive Inc.
+3.89%
+$8,355.9 
NKE Nike, Inc. - Class B
+3.68%
+$30,314.03 
ZTS Zoetis Inc.
+3.6%
+$41,012.04 
MKC McCormick & Company, Incorporated
+3.59%
+$19,399.83 
COR Cencora, Inc.
+3.59%
+$20,738.25 
O Realty Income Corporation
+3.48%
+$29,581.2 
ITW Illinois Tool Works Inc.
+3.45%
+$83,643.75 
MANH Manhattan Associates Inc.
+3.39%
+$8,138.33 
PLD Prologis Inc.
+3.33%
+$37,962.76 
AWK American Water Works Company, Inc.
+3.13%
+$56,783.71 
GGG Graco Inc.
+3.07%
+$6,618.43 
AMGN Amgen Inc.
+3.06%
+$37,660.37 
PSX Phillips 66
+2.79%
+$91,905.08 
KO The Coca-Cola Company
+2.78%
+$1.04M 
AON Aon plc
+2.75%
+$28,142.22 
TJX The TJX Companies, Inc.
+2.72%
+$5,856.75 
COST Costco Wholesale Corporation
+2.65%
+$49,486.53 
SPGI S&P Global Inc.
+2.56%
+$6,452.48 
TSCO Tractor Supply Company
+2.54%
+$13,644.54 
UNH UnitedHealth Group Incorporated
+2.53%
+$27,184.53 
MCD McDonald's Corporation
+2.48%
+$51,206.35 
WMT Walmart Inc.
+2.47%
+$35,125.3 
MA Mastercard Incorporated
+2.44%
+$38,792.16 
FCN Fti Consulting Inc.
+2.33%
+$4,347.94 
FRT Federal Realty Investment Trust
+2.19%
+$29,367.44 
PPG PPG Industries Inc.
+2.08%
+$18,436.8 
MSFT Microsoft Corp.
+2.06%
+$70,297.13 
V Visa Inc. Class A
+1.94%
+$59,415.9 
SSD Simpson Manufacturing Co., Inc.
+1.94%
+$9,468.6 
CBSH Commerce Bancshares, Inc.
+1.91%
+$23,861.67 
PRI Primerica Inc.
+1.86%
+$8,639.28 
TFC Truist Financial Corporation
+1.83%
+$4,777.72 
PG Procter & Gamble Co
+1.81%
+$35,960.24 
VRTX Vertex Pharmaceuticals Incorporated
+1.67%
+$3,582 
ICE Intercontinental Exchange, Inc.
+1.65%
+$34,352.8 
GOLF Acushnet Holdings Corp.
+1.59%
+$5,958.68 
NVS Novartis AG Sponsored ADR
+1.38%
+$3,030.56 
CVX Chevron Corporation
+1.37%
+$2,621.36 
LLY Eli Lilly and Company
+1.31%
+$28,246.54 
JNJ Johnson & Johnson
+1.15%
+$37,215.36 
AAPL Apple Inc.
+1.14%
+$87,327 
COP ConocoPhillips
+1.1%
+$2,268.12 
VMC Vulcan Materials Company
+1.1%
+$341,936.1 
XOM Exxon Mobil Corporation
+1.1%
+$3,081.42 
HD The Home Depot, Inc.
+1.07%
+$24,636.01 
ECL Ecolab Inc.
+1.06%
+$13,625.04 
SO The Southern Company
+1.05%
+$6,002.84 
UBER Uber Technologies, Inc.
+1%
+$2,411.19 
NFLX Netflix, Inc.
+0.81%
+$2,046 
IWD iShares Russell 1000 Value ETF
+0.75%
+$204,822.67 
WEC WEC Energy Group Inc.
+0.59%
+$7,219.24 
LIN Linde plc
+0.57%
+$9,209.68 
MELI MercadoLibre, Inc.
+0.56%
+$1,517.01 
SHEL Shell plc
+0.56%
+$1,286.39 
GD General Dynamics Corporation
+0.47%
+$6,142.12 
WFC Wells Fargo & Company
+0.46%
+$4,284 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$2,972.26 
MAR Marriott International Inc. - Class A
+0.29%
+$1,431.17 
IWR iShares Russell Mid-Cap ETF
+0.29%
+$58,037.76 
WTS Watts Water Technologies Inc.
+0.26%
+$1,035.33 
VB Vanguard Small-Cap ETF
+0.22%
+$1,122.67 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$1,221.54 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$914.63 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$104.08 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WCPB Weitz Core Plus Bond ETF
0%
$0 
GE General Electric Company
-6.21%
-$31,728.84 
AMD Advanced Micro Devices, Inc.
-6.14%
-$63,162.7 
LRCX Lam Research Corporation
-5.14%
-$19,728.35 
NEM Newmont Corporation
-4.57%
-$8,386.8 
AVGO Broadcom Inc.
-4.43%
-$106,973.12 
CAT Caterpillar Inc.
-4.3%
-$12,557.43 
PRIM Primoris Services Corporation
-3.36%
-$8,668.1 
GEV GE Vernova Inc.
-2.91%
-$10,652.9 
ADI Analog Devices, Inc.
-2.8%
-$51,040.72 
GOOGL Alphabet Inc
-2.74%
-$74,464.74 
NVDA NVIDIA Corporation
-2.71%
-$136,654.2 
GOOG Alphabet Inc
-2.67%
-$38,119.12 
EME EMCOR Group, Inc.
-2.66%
-$18,022.4 
APP AppLovin Corporation Class A Common Stock
-2.63%
-$8,984.5 
CSCO Cisco Systems, Inc.
-2.5%
-$98,975.25 
EEM iShares MSCI Emerging Markets ETF
-2.17%
-$173,958.52 
VGT Vanguard Information Technology ETF
-1.94%
-$8,425.28 
META Meta Platforms Inc Class A
-1.92%
-$23,863.07 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$578,614.24 
RBC RBC Bearings Incorporated
-1.72%
-$11,498.76 
SAN Banco Santander S.A. Sponsored ADR
-1.27%
-$5,668.95 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$115,099.18 
BLK BlackRock, Inc.
-1.13%
-$27,291.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$146,240.71 
JPM JPMorgan Chase & Co.
-1.08%
-$17,724.59 
TSLA Tesla, Inc.
-1.03%
-$8,306.68 
LHX L3Harris Technologies, Inc.
-0.96%
-$10,365.99 
AMZN Amazon.com Inc
-0.94%
-$17,346.97 
EFA iShares MSCI EAFE ETF
-0.8%
-$33,035.52 
ACWI iShares MSCI ACWI ETF
-0.78%
-$28,365.48 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$3,184.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$2,144.55 
VONE Vanguard Russell 1000 ETF
-0.5%
-$7,470.23 
BAC Bank of America Corporation
-0.23%
-$2,583.28 
HYD VanEck High Yield Muni ETF
-0.23%
-$1,384.26 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.17%
-$695.1 
VTWO Vanguard Russell 2000 ETF
-0.16%
-$3,656.93 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.15%
-$684.18 
IWM iShares Russell 2000 ETF
-0.15%
-$10,924.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$607 
BLV Vanguard Long-Term Bond ETF
-0.06%
-$3,889.72 
PHYL PGIM Active High Yield Bond ETF
-0.04%
-$1,008.48 
VO Vanguard Mid-Cap ETF
-0.03%
-$796.4 
NEE NextEra Energy, Inc.
-0.03%
-$784.98 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$79.78 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$60.31 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1234 | Longs Won 927/1234 75% | Profit Factor 20.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.45M |
| Average Win $263,851.29 | Best Trade (Jun 30) $35.72M | Sharpe Ratio -217.48 |
| Average Loss -$39,266.19 | Worst Trade (Jul 14) -$3.08M | Z-Score 1.54 (87.73%) |
| Commissions $0 | Avg. Trade Length 3y 5m 5d | Expectancy $188,440.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
